Job Title

Investment Director (HNW/UHNW) - Wealth ManagementWest Midlands Basic to £120,000 plus full packageCompanyOur client, a dynamic and highly regarded national wealth management firm, requires an experienced and highly innovative Investment Director to assist with the next stage of their development. Duties and responsibilitiesIdentify and cultivate new private clients both directly and via a well-established intermediary network and develop long lasting relationships.Deliver an outstanding service through effective client management, including KYC and suitability assessments.Manage a diverse range of investment portfolios that align with the stated risk profiles, ensuring the clients financial goals are met.Contribute to the strategic direction of the firm, allowing it to achieve its strategic goals.CandidateThe CISI level 6 qualification, as a minimum, is absolutely essential.You will have an established client base and growth-focused mentality for developing new business.You will be excited to build and create value within a firm and contribute to its development.A solid background of successfully managing HNW/UHNW client relationships, with a full understanding of investment strategies and multi-asset portfolio management.An entrepreneurial attitude is vital, together with a proactive approach to business development, and a desire to succeed at all times.For an initial conversation, please contact Chris on 07784 945190, email or respond directly to this posting.